# Jms Senior Living 401(k) Plan
Source: https://planprovider.pro/companies/jms-senior-living-401k-plan

> Jms Senior Living&#39;s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Jms Senior Living

- **Sponsor EIN:** 475385213

- **Sponsor Address:** 3225 EMERALD LN, JEFFERSON CITY, MO, 65109

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$0|$0|

| 2023|75|$1.1M|$36,289|$131,632|

| 2022|184|$986,246|$65,318|$183,285|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ALERUS RETIREMENT SOLUTIONS|NONE|$13,124|—|$13,124|

| WILLIAMS-KEEPERS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIAMS-KEEPERS LLC](https://planprovider.pro/provider/williams-keepers-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,124

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$10,865|—|—|—|—|

| 2023|$6,562|$368|—|—|—|

| 2022|$3,131|$3,131|—|—|—|

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